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Fragmented globalisation

CAMBRIDGE — For three decades, businesses and governments around the world operated under the assumption that economic and financial globalisation will continue apace. As the international order has come under strain in recent years, however, the concept of deglobalisation, the delinking of trade and investment, has increasingly gained traction with households, companies and
United States United Kingdom Donald Trump Mohameda El Erian University Of Cambridge European Union

Fragmented globalisation

CAMBRIDGE — For three decades, businesses and governments around the world operated under the assumption that economic and financial globalisation will continue apace. As the international order has come under strain in recent years, however, the concept of deglobalisation, the delinking of trade and investment, has increasingly gained traction with households, companies and
United States United Kingdom Donald Trump Mohameda El Erian University Of Cambridge European Union

There is more inflation complexity ahead

CAMBRIDGE — Nearly two years into the current bout of inflation, the concept of “transitory inflation” is making a comeback as the COVID-related supply shocks dissipate. This comes at a time when it is critically important to keep an open mind about the trajectory of inflation, including by avoiding an over-simplified transitory narrative that risks obfuscating the real issues
United Kingdom United States Jerome Powell Mohameda El Erian University Of Cambridge Wharton School Of The University Pennsylvania

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